Job Description
Job DescriptionDescription:
General Summary: The Staff Accountant works directly with the Finance Director during the
month-end closing cycle and day-to-day fulfillment operations.
Essential Functions
? Reconcile bank, credit card, and liability accounts
? Maintain and manage the A/P database
? Enter daily deposits into the accounting software
? Research variances, prepare journal entries, and reconcile subledger accounts
? Back-up support with creating and sending invoices to clients through various channels
? Revenue analysis
? Monitor and manage client refunds and overpayments
? Assist in the production of the annual budget and forecasts
? Run month-end reports and check for variances, errors, and omissions
? Ensure financial records are compliant with company policies and procedures
? Assist with the ongoing process of upskilling the team procedures and internal controls
? Uphold Medical Equation’s Policies
? Maintain a professional and courteous relationship with both coworkers and customers
through all forms of communication
? Additional duties, responsibilities, and assignments as needed by the Finance Director
Competencies
? Dependability – Reliable, responsible, and dependable in fulfilling obligations
? Initiative – Job requires a willingness to take on responsibilities and challenges
? Communication - Actively listens and provides regular, consistent, and meaningful
information and expresses the message effectively by organizing and delivering
information appropriately
? Time Management - Manages time by prioritizing and organizing workload to achieve
maximum productivity and adjusting as situations change
? Problem-Solving and Critical / Analytical Thinking – Ability to identify accounting issues and
propose solutions in a timely manner
? Organization - Determines priorities, schedules activities allocating and using resources
effectively and efficiently
? Flexibility - Open to new ideas, a fast-paced and often-changing environment, and new
information or assignments. Changes methods of approach when necessary to achieve a
goal
? Teamwork - Promotes and facilitates cooperation and commitment within a team and
across teams to achieve goals and deliverables
? Positive Attitude - Has a willingness to learn with a “can-do” mindset
? Discretion - Able to be discreet and maintain the security of customer and company
information
Requirements:
Required Experience
? 3-5 years of accounting experience
? Knowledge accounting principles and financial statement presentation
? Proficiency in Microsoft Office Suite
? Advanced Excel skills a plus (Pivots, Macros and X-Lookup tables)
? Strong technical skills with ERP, CRM and PPM software systems preferred
Education
? Bachelor’s degree in accounting or finance
Work Environment
This job is an in-office position. This is largely a sedentary role in a professional environment. The role routinely uses standard office equipment such as computers, phones, and photocopiers.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms. The position
requires the ability to occasionally lift office products and supplies, up to ten (10) pounds.
Travel
Travel is not required for this position.
Equal opportunity
Medical Equation is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or other legally protected characteristics.
Disclaimer:
This job description does not necessarily include every responsibility, requirement, skill, or working conditions associated with this role. This description is intended to reflect the role currently and management will revise the role, as needed, and may require that different tasks be performed in order to meet the needs of the business.
Acknowledgement:
I have read and understand the duties and physical requirements indicated in this job description and acknowledge that I am able to perform these duties with or without reasonable accommodation.